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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Stavis Wealth Transfer Solutions (swap one in):+ Gervais Capital Management, LLC $155.9M · Wilson, WY+ Unify Financial Advisors $155.8M · Clearwater, FL+ Clear Sky Financial, LP $140.6M · Prosper, TX+ Steele Street Capital LLC $140.5M · Portsmouth, NH
Houston, TX
Denton, TX
Assets under management$148.1M$156M$140.3M
Asset growth, last 2 years+175%+52%+12%
Advisory staff333
Individual clients2111296
Assets per client$7.1M$1.4M$1.5M
Clients per advisor73732
Main custodian–AssetMarkTrade-PMR
Filing with the SEC since202320232019
Tools in their stack1–2
People on Advicer.bio433

From each firm's latest Form ADV (Mar 2026, Apr 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolStavis Wealth Transfer SolutionsDfs AdvisoryPlan First Wealth LLC
Advisor Lead Gen
Wealthtender––Uses it
CRM
HubSpotUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Stavis Wealth Transfer Solutions: none listed · Dfs Advisory: AssetMark · Plan First Wealth LLC: Trade-PMR, Novia Global LTD, Rl360 Insurance Company Limited, Utmost Wealth Solutions LTD